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Perspectives: The total portfolio approach — what its rise means for real assets

by Geoffrey Dohrmann | Apr 2, 2026

For decades, institutional portfolios were built around a familiar architecture: equities, fixed income and alternatives, each in its own silo. This traditional strategic asset allocation (SAA) model served investors well in an era of stable correlations and predictable macroeconomic patterns. But the world has changed. Asset class boundaries have blurred, markets have become more complex, and investors increasingly need to respond to opportunities and risks in real time.

SPONSORED: Ridgewood Infrastructure – Navigating the complexities of water P3s

by Sheila Hopkins | Apr 1, 2026

In a sponsored interview published in the April issue of Institutional Investing in Infrastructure, Sam Lissner, partner at Ridgewood Infrastructure, outlines how Ridgewood is taking advantage of the opportunities emerging where aging infrastructure, regulatory requirements and demographic growth intersect.

Capstone Green Energy closes $112.5m strategic investment

by Released | Apr 1, 2026

Capstone Green Energy Holdings, a provider of behind-the-meter clean microturbine energy solutions for industrial and commercial operations, with solutions designed for emerging datacenter applications, has announced the closing of its previously announced $112.5 million strategic investment led by funds managed by Monarch Alternative Capital.

PGIM appoints Robert Sockin as U.S. economist

by Released | Apr 1, 2026

PGIM has named Robert Sockin as its U.S. economist, effective immediately. With $1.5 trillion in assets under management, PGIM is a global asset manager and among the largest global fixed income managers.
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